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Regional Administrative Assistant At MD Financial Management Inc.

Location: Calgary, Alberta

Job Description

Job Details

Description

With close to 50 years of physician-focused experience, MD has one main goal: to help Canada physicians and their families achieve financial well-being. Our commitment to work/life integration, employee well-being and ongoing learning are key factors that contribute to our overall success.

For the sixth consecutive year, MD Financial Management has been recognized as one of the Achievers 50 Most Engaged Workplaces™ in North America. The annual award, given by Achievers—an industry-leading provider of employee recognition and engagement solutions—commends top employers that display leadership and innovation in engaging their workforces.

We have an exciting opportunity for a talented, enthusiastic and client-focused Regional Administrative Assistant for our Calgary based team.

What You Will do:


Process daily activity documentation
Prepare and process new account application forms including supportive documentation
Complete file preparation
Perform regular relief duties as needed – reception coverage, greeting clients, booking appointments
Liaise with accountants and third parties, as required
Prepare business correspondence to clients and third parties
Ensure client filing is up to date
Monitor inventory of office supplies and marketing material
Ensure office equipment and systems are maintained
Generate regional reports
Support with the execution on a variety of regional initiatives including seminars, Client Forums and Professional Development days and coordinate logistics as required
Maintain monthly compliance related tasks as required
Maintain a follow-up system for initiated inquiries
Update client databases, to ensure maintenance of accurate client information
Participate in projects, as required

What You Need:

Community college diploma in Business Administration or equivalent
Two plus years’ of experience in an administrative or clerical position, preferably with a financial services company
Proficient in the use of Microsoft Windows and its applications including Excel, Word, PowerPoint, and MS Outlook
Understanding of RRSPs, RRIFs, RESPs, mutual funds, CRM2 and other investment products an asset

What You Bring:

Client focused
Strong organizational skills
Strong attention to detail and follow-through skills
Excellent communication skills
Initiative and resourcefulness
Ability to work effectively within a team
Ability to manage multiple priorities in a fast paced environment
Ability to effectively manage change

What Success Looks Like:

You are passionate about the MD value proposition.
You are constantly learning and honing your skills.
You are technology savvy and endeavour to find new and exciting ways to use technology in the servicing of your client.
You feel rewarded and recognized in a way that inspires you to do your best work.